Open a portfolio status list

  • Release version: Xanadu
  • Updated March 12, 2026
  • 1 minute to read

    • Open the status list of a portfolio to see the projects that are included in it.

    Before you begin

    Role required: it_portfolio_manager

    Procedure

    1. Navigate to Project > Portfolios > All.
    2. Open a portfolio.
    3. Select the Portfolio Status related link.
      The list of portfolio status records opens.
    4. If necessary, you can select a different project associated with the current portfolio.